Investment Q&A

Q: Dear 5i,
At todays prices, March 15, 2022 are these good valuation for TFSA and
+3 year hold? If yes, which one would you prefer and why?
Can you help explain why historically HD trades at a higher PE than LOW
even though historical EPS seems better with LOW?
thanks

Q: Seems like almost everyone thinks GOOG represents excellent value at current prices. Makes me wonder why it's not trading higher,
What is the bear case? -Earnings are a peak levels? Or is the risk, that it becomes a source of funds for other investments.

Q: Hi Peter

What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio


Thank you
Howard

Q: Looking to add to staples. 1. Currently have COST and would be willing to add - at what price? 2. Please advise which Food and Beverage staples you would recommend based GARP/ total return. 3. For personal services, again on GARP/ total return how would you advise. Names listed simply for illustrative purposes, please advise with rationale for selection.
Thank you.

Q: Your opinion of ING please. How will the current sanctions play out?

Q: With reference to Paul's question on 16 Mar,

If prior to selling the stock, you arrange through the broker to transfer the stock to the Charity . This is called a "donation in KIND". Not all charities accept smaller transfers of less than $5000.00.

This is relatively easy using a form from the Brokerage or the Charity.

At tax time you must complete formT1170 in order to pay NO TAX.

Ron

Q: Hi 5i,

Can I please get your thoughts on ZBRA?
Are there any competitors that you think are better?
Is the valuation reasonable for 2% TFSA purchase?

thanks

Q: Chinese vice-premier Liu He said China will boost the economy and introduce policies that are favorable to the stock market. Also China seems to be work with the US on delisting issues Chinese stocks.
Do you think it will shift the sentiment of Chinese stocks? Could it be the turning point?
Thank you!

Q: 5i
Assuming that a stock is held only in a registered account does the 30 day rule apply since 100% of the withdrawals from a registered account are taxable and no benefit (ie. cap gain or loss) would exist.
Thanks

Q: I hold TTD, NVDA, UCTT, VEEV, APPS abd AFRM in the USD section of my RRSP. TTD and NVDA are still green, the others are down, 30-50% with AFRM down 76%. Do you see any holdings that should be sold and added to the others?

Q: A while ago I asked 5I to run the numbers on HCAL as an example of one of Hamilton's new leveraged ETF's comparing both a covered call and similar market ETF and speculate on the return of their other ones ...... Below in quotations is the answer I got .....

" HCAL 1 month 1.7%, three months 0.85%, YTD 34.9%

ZWB 0.9%, 1.65%, 23.7%

ZEB 1.05%, 1.72%, 29.9%

The difference is likely very closely related to the leverage impact. We would not expect HDIV to be different. " .....

Clearly the Hamilton product out performed both the covered call and regular banking market ETF's

Please clarify the following answer given to Craig this morning ? .....

" For a long-term hold, we would side with either VUN or ZWH, as HYLD would cap long-term capital gains due ot the coverd call strategy. We would be fine with the prospects of both ZWH and VUN but side with VUN for a broader exposure to higher growth areas. "

Q: would like your view on transcontinental tcl.a
many thanks

Q: Hi, What s your opinion on Marqeta?

Q: I’m looking to get some exposure to the logistics sector. Is DSG a good place to start for a long term position? Thanks for your valued opinion.

Q: ANRG's continuous share price slide to below $10 baffles me. I've read, extensively, the materials on their website and your Q&A's. The company continues to win new contracts and has a healthy backlog. I'm aware of the upcoming Year end and Q4 results. Fully invested, but afraid to take tax losses until after year end is announced. Can you provide any insight into the slide?

Q: Is it unique that Bank-owned TD Securities investment firm is the first house to pick up coverage (Buy - $8.50 target )on a small cap like ECO given that the Company is cash rich and requires no capital raise in the foreseeable future. Or is it that green products at ECO are just too interesting here?

Q: FB appears cheap and perhaps oversold (?). I am tempted to buy a call on a turnaround; BUT, I read stories about Apple and Google making changes to iphones etc. that may (?) impact FB's advertising revenue. Is there a short answer to whether this is likely to be a serious problem ?? thanks Jim

Q: Followup to previous question. Could you provide more specifics on your comment "But it remains cheap on several metrics." Which metrics. How do you assess that.

Q: LIF has taken quite the hit the past two days. I'm thinking to sell my RUS and buy the dip. What do you think of the swap? If so, do you have any advice on timing? LIF shows ex dividend March 30. Would it be wise to wait until then and see how it settles?

Thanks

Q: You mentioned previously this is a hold and may not do much in the next year or two. Wouldn't this be dead money. Why not make it work somewhere else.